How to Create an Invoice on Mobile Steps

Step 1: Go to create section and Click on “invoice”

Create Invoice on Swipe, product demo, businesses

Step 2: Fill in the customer’s details

Click on the “Select Customer” and select the customer you want to create the invoice for or create a new customer profile by clicking on the “add customer” button.

Add customer details

Step 3: Fill in the product details.

Click on the “Add Products” and select/ search for the product you would like to add. Now click on “+” to add the quantity of product.

or click on “+ Add New Product" at the top of the screen and type in their details manually.

Add product details like quantity, category

Step 4: Fill in the other required details.

Add additional, delivery or packaging charges (if applicable any) and create or edit the notes as well as terms and conditions.

Additional charges, notes, terms and conditions

Step 5: Add your signature and click on “create”.

Your Invoice is ready and you can share it via Whatsapp, SMS or Email to your customer by clicking on “Send Bill” at the bottom of the page.

Add signature, save and share the invoice